Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TFRIX (Terra Firma US Concentrated Realty Equity Fund Institutional Class Shares) | NA | 5.91% | -2.73% | NA | NA | NA | NA | … | … |
Data as of 06/28/2024, Common starting date is 06/23/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFRIX (Terra Firma US Concentrated Realty Equity Fund Institutional Class Shares) | 06/23/2020 | 06/28/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.91 | -2.73 | NA | NA | NA | NA | … | … | -4.43 | 12.72 | -29.77 | 49.90 | 10.35 |
| Sharpe Ratio | NA | 0.12 | -0.25 | NA | NA | NA | NA | … | … | -0.78 | 0.43 | -1.22 | 3.32 | 1.00 |
| Standard Deviation(%) | NA | 17.02 | 20.67 | NA | NA | NA | NA | … | … | 15.91 | 19.66 | 25.59 | 15.03 | 20.42 |
| Draw Down(%) | NA | 16.08 | 36.99 | NA | NA | NA | NA | … | … | 10.56 | 21.32 | 34.50 | 5.69 | 8.72 |
| Yield(%) | 0.00 | 11.75 | 6.16 | 5.93 | 2.97 | 1.98 | 1.48 | … | … | 8.39 | 2.94 | 5.38 | 3.47 | 5.91 |
Data as of 06/28/2024, Common starting date is 06/23/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFRIX (Terra Firma US Concentrated Realty Equity Fund Institutional Class Shares) |
-2.84%
Apr 2021 – Apr 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFRIX (Terra Firma US Concentrated Realty Equity Fund Institutional Class Shares) |
6.10%
Jul 2020 – Jul 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart